RVW Wealth, LLC

CIK

1756543

Location

LOS ANGELES, CA

Portfolio Value

Mid $1,445,130,131

Diversification

Diversified

Filing Date

Global Rank

#1,937 / 8,818 ▲ 26 · as of Jun 2026

Top Industry

Consumer Electronics 37.5%

Period ended 28 days ago

Filed Oct 6, 2026 · 22d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 80.9% of the book (60%+)

Turnover

Low turnover

6.4% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 19.3 quarters (12+), a floor since 34.5% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 84.8%; sector active share 75.4% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

185 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

23.8%

+0.4 pts

Top 5

69.8%

+4.6 pts

Top 10

84.1%

+3.2 pts

HHI

1,221

Diversified+90

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	91.7%	$1,324,779,766	117
Technology	4.5%	$64,496,756	14
Consumer Cyclical	1.1%	$15,462,636	4
Financial Services	0.8%	$10,858,513	20
Healthcare	0.7%	$9,993,842	7
Communication Services	0.5%	$7,495,427	6
Energy	0.3%	$5,026,394	5
Industrials	0.2%	$3,535,203	7
Utilities	0.1%	$2,008,027	2
Consumer Defensive	0.1%	$1,473,567	3

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BSCU	Invesco BulletShares 2030 Corporate Bond ETF	+138,756	149,572	$2,414,092
VFLO	VictoryShares Free Cash Flow ETF	+92,455	1,110,720	$56,857,756
AVUS	Avantis U.S. Equity ETF	+84,497	910,991	$116,688,837
AVDE	Avantis International Equity ETF	+63,854	356,653	$32,138,001
BSCR	Invesco BulletShares 2027 Corporate Bond ETF	+63,426	77,469	$1,514,131
JQUA	JPMorgan U.S. Quality Factor ETF	+57,356	1,010,151	$74,549,143
JPST	JPMorgan Ultra-Short Income ETF	+49,726	54,634	$2,751,914
QGRW	WisdomTree U.S. Quality Growth Fund	+43,967	1,117,209	$76,729,914
AVEM	Avantis Emerging Markets Equity ETF	+36,317	51,528	$4,844,662
IQLT	iShares MSCI Intl Quality Factor ETF	+32,437	990,798	$49,014,777
IBDU	iShares iBonds Dec 2029 Term Corporate ETF	+29,167	1,239,851	$28,132,219
IYW	iShares, Inc.	+15,114	104,891	$0
SPMO	Invesco Ltd.	+13,340	272,587	$0
RDVY	First Trust Rising Dividend Achievers ETF	+9,534	596,440	$46,695,287
BFOR	Barrons 400 ETF	+8,698	11,597	$266,035
BSCQ	Invesco BulletShares 2026 Corporate Bond ETF	+7,651	31,862	$621,946
VEU	Vanguard International Equity Index Funds	+4,161	25,097	$2,082,298
MSFT	Microsoft Corp	+4,006	8,079	$4,143,719
AAPL	Apple Inc.	+3,268	135,425	$45,099,233
GOOGL	Alphabet Inc.	+2,051	6,708	$2,308,088
LLY	ELI LILLY & Co	+2,027	4,187	$4,844,693
BSCT	Invesco BulletShares 2029 Corporate Bond ETF	+1,874	17,842	$324,724
VOO	VANGUARD 500 INDEX FUND	+1,501	7,990	$5,599,871
SPCX	Space Exploration Technologies Corp	+1,205	6,051	$912,853
AVGO	Broadcom Inc.	+1,063	4,663	$1,637,598
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
HOG	Harley-Davidson, Inc.	−217,263	386,789	$9,449,255
DFAI	Dimensional International Core Equity Market ETF	−144,585	1,383,038	$57,299,264
DFAU	Dimensional US Core Equity Market ETF	−104,199	4,720,801	$247,181,140
IBDV	iShares iBonds Dec 2030 Term Corporate ETF	−85,061	1,224,215	$25,879,905
COWG	Pacer US Large Cap Cash Cows Growth Leaders ETF	−83,146	302,690	$12,071,277
DFAE	Dimensional Emerging Core Equity Market ETF	−73,071	819,234	$32,204,088
IBDR	iShares iBonds Dec 2026 Term Corporate ETF	−64,659	1,100,432	$26,674,471
GBFH	GBank Financial Holdings Inc.	−45,524	73,499	$1,336,211
IBDS	iShares iBonds Dec 2027 Term Corporate ETF	−23,619	1,248,705	$30,118,764
IBDT	iShares iBonds Dec 2028 Term Corporate ETF	−11,149	1,195,531	$29,840,453
DGRW	WisdomTree U.S. Quality Dividend Growth Fund	−8,683	833,624	$81,061,597
SPTM	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	−6,404	297,605	$27,394,540
COWZ	Pacer US Cash Cows 100 ETF	−2,364	109,419	$7,304,812
NULG	Nuveen ESG Large-Cap Growth ETF	−2,135	130,537	$14,840,751
NVDA	Nvidia Corp	−1,868	39,759	$9,080,160
SCHD	Schwab U.S. Dividend Equity ETF	−1,834	134,272	$4,367,868
RSP	Victory Portfolios II	−1,818	40,428	$0
EFA	iShares MSCI EAFE ETF	−1,407	137,032	$14,236,254
DGRO	iShares Core Dividend Growth ETF	−1,140	53,408	$4,026,429
GEV	GE Vernova Inc.	−976	1,356	$1,288,864
QUAL	iShares MSCI USA Quality Factor ETF	−780	131,123	$29,140,775
VUG	VANGUARD GROWTH INDEX FUND	−709	45,347	$4,086,218
ESGD	iShares ESG Aware MSCI EAFE ETF	−647	56,799	$5,853,136
PRF	Victory Portfolios II	−642	4,956	$0
—		−627	174,333	$0
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
PAGP	Plains Gp Holdings LP	100,000	$2,590,000
SO	Southern Co	18,585	$1,540,510
MIST	Milestone Pharmaceuticals Inc.	1,148,260	$994,048
TDC	Teradata Corp	10,209	$294,427
PSX	Phillips 66	928	$236,927
KO	Coca Cola Co	2,407	$207,194
SCHW	Schwab Charles Corp	2,048	$200,171
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
FRI	First Trust S&P REIT Index Fund	7,591	$240,634
HD	Home Depot, Inc.	677	$238,764
AXP	American Express Co	645	$218,171
ORCL	Oracle Corp	1,387	$203,264
TTRX	Turn Therapeutics Inc.	18,000	$131,400
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

185 tracked positions · $1,445,130,131 total · filing declares 185 positions · $1,558,105,950 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 185 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DFAU	Dimensional US Core Equity Market ETF	Reduced	4,720,801	-104,199	$247,181,140	−0.9%	17.10%
AVUS	Avantis U.S. Equity ETF	Added	910,991	+84,497	$116,688,837	+10.2%	8.07%
DGRW	WisdomTree U.S. Quality Dividend Growth Fund	Reduced	833,624	-8,683	$81,061,597	+0.6%	5.61%
QGRW	WisdomTree U.S. Quality Growth Fund	Added	1,117,209	+43,967	$76,729,914	+8.3%	5.31%
JQUA	JPMorgan U.S. Quality Factor ETF	Added	1,010,151	+57,356	$74,549,143	+8.2%	5.16%
DFAI	Dimensional International Core Equity Market ETF	Reduced	1,383,038	-144,585	$57,299,264	−9.1%	3.96%
VFLO	VictoryShares Free Cash Flow ETF	Added	1,110,720	+92,455	$56,857,756	+22.1%	3.93%
IQLT	iShares MSCI Intl Quality Factor ETF	Added	990,798	+32,437	$49,014,777	+3.2%	3.39%
RDVY	First Trust Rising Dividend Achievers ETF	Added	596,440	+9,534	$46,695,287	−1.8%	3.23%
AAPL	Apple Inc. Technology	Added	135,425	+3,268	$45,099,233	+17.9%	3.12%
DFAE	Dimensional Emerging Core Equity Market ETF	Reduced	819,234	-73,071	$32,204,088	−10.2%	2.23%
AVDE	Avantis International Equity ETF	Added	356,653	+63,854	$32,138,001	+23.1%	2.22%
IBDS	iShares iBonds Dec 2027 Term Corporate ETF	Reduced	1,248,705	-23,619	$30,118,764	−2.3%	2.08%
IBDT	iShares iBonds Dec 2028 Term Corporate ETF	Reduced	1,195,531	-11,149	$29,840,453	−2.1%	2.06%
QUAL	iShares MSCI USA Quality Factor ETF	Reduced	131,123	-780	$29,140,775	+0.7%	2.02%
IBDU	iShares iBonds Dec 2029 Term Corporate ETF	Added	1,239,851	+29,167	$28,132,219	+0.3%	1.95%
SPTM	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	Reduced	297,605	-6,404	$27,394,540	−0.7%	1.90%
QTEC	First Trust NASDAQ-100-Technology Sector Index Fund	Reduced	83,066	-461	$27,389,352	−2.0%	1.90%
IBDR	iShares iBonds Dec 2026 Term Corporate ETF	Reduced	1,100,432	-64,659	$26,674,471	−5.5%	1.85%
IBDV	iShares iBonds Dec 2030 Term Corporate ETF	Reduced	1,224,215	-85,061	$25,879,905	−9.3%	1.79%
TILT	FlexShares Morningstar US Market Factor Tilt Index Fund	Reduced	68,171	-175	$18,901,773	+0.2%	1.31%
QQQ	Invesco Qqq Trust, Series 1	Reduced	20,887	-322	$15,451,575	−1.1%	1.07%
NULG	Nuveen ESG Large-Cap Growth ETF	Reduced	130,537	-2,135	$14,840,751	−4.4%	1.03%
EFA	iShares MSCI EAFE ETF	Reduced	137,032	-1,407	$14,236,254	−1.0%	0.99%
FXL	First Trust Technology AlphaDEX Fund	Reduced	63,410	-455	$14,013,610	+1.0%	0.97%
COWG	Pacer US Large Cap Cash Cows Growth Leaders ETF	Reduced	302,690	-83,146	$12,071,277	−22.1%	0.84%
HOG	Harley-Davidson, Inc. Consumer Cyclical	Reduced	386,789	-217,263	$9,449,255	−36.0%	0.65%
NVDA	Nvidia Corp Technology	Reduced	39,759	-1,868	$9,080,160	+9.0%	0.63%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	22,873	-105	$8,559,991	+0.7%	0.59%
QDEF	FlexShares Quality Dividend Defensive Index Fund	Added	88,068	+3	$7,836,290	+2.3%	0.54%
JPME	JPMorgan Diversified Return U.S. Mid Cap Equity ETF	Reduced	63,356	-420	$7,535,562	−4.9%	0.52%
COWZ	Pacer US Cash Cows 100 ETF	Reduced	109,419	-2,364	$7,304,812	+5.1%	0.51%
AVTM	Avantis Total Equity Markets ETF	Held	111,410	0	$6,097,469	+0.5%	0.42%
ESGD	iShares ESG Aware MSCI EAFE ETF	Reduced	56,799	-647	$5,853,136	−0.9%	0.41%
VOO	VANGUARD 500 INDEX FUND	Added	7,990	+1,501	$5,599,871	+25.7%	0.39%
DFAC	Dimensional U.S. Core Equity 2 ETF	Reduced	125,191	-585	$5,564,739	−0.3%	0.39%
DEUS	Xtrackers Russell US Multifactor ETF	Held	78,826	0	$5,004,662	−2.8%	0.35%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Added	25,195	+35	$4,931,921	+2.9%	0.34%
LLY	ELI LILLY & Co Healthcare	Added	4,187	+2,027	$4,844,693	+87.0%	0.34%
AVEM	Avantis Emerging Markets Equity ETF	Added	51,528	+36,317	$4,844,662	+230.1%	0.34%
SCHD	Schwab U.S. Dividend Equity ETF	Reduced	134,272	-1,834	$4,367,868	+1.2%	0.30%
MSFT	Microsoft Corp Technology	Added	8,079	+4,006	$4,143,719	+172.7%	0.29%
VUG	VANGUARD GROWTH INDEX FUND	Reduced	45,347	-709	$4,086,218	+3.0%	0.28%
DGRO	iShares Core Dividend Growth ETF	Reduced	53,408	-1,140	$4,026,429	−2.6%	0.28%
LRGF	iShares U.S. Equity Factor ETF	Held	44,554	0	$3,468,528	+2.9%	0.24%
SCHB	Schwab U.S. Broad Market ETF	Added	107,656	+587	$3,155,397	+1.8%	0.22%
IJR	iShares Core S&P Small-Cap ETF	Added	22,213	+4	$3,021,856	−8.3%	0.21%
TSLA	Tesla, Inc. Consumer Cyclical	Added	8,169	+123	$2,898,442	−14.4%	0.20%
ESG	FlexShares STOXX US ESG Select Index Fund	Reduced	15,885	-173	$2,852,056	+1.0%	0.20%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	11,136	-104	$2,774,534	+3.6%	0.19%

Showing the top 50 of 185 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.